Attributes for Promotions

Attributes represent properties of objects, which are used by criteria. Criteria can compare an attribute to a value or compare an attribute to another attribute.

Attributes generally represent fields in records, such as the transaction record or the member record. For example, to create a promotion that only applies to Platinum members, you must create an attribute representing the Tier field of the member record. Then, as one of the criteria for this promotion, you create a criterion saying that this tier attribute equals Platinum.

Before you create a promotion, you must define the attributes required by the promotion. You can define attributes at two levels:

• Promotion-level Attributes. Attributes are usable only for the promotion. You define promotion attributes at the Promotion screen.

• Program-level Attributes. Attributes are usable for any promotion in the program. You define program attributes at the Program screen.

You can create the following types of attributes. Apart from promotion-level attributes, you create all of the other types of attributes at the program level:

• Promotion-Level Attributes are dynamic values that can be used to track behavior during a promotion.

  For example, if a promotion says that customers will get a bonus after making ten transactions during a period of two months, you can create a promotion-level attribute used as a counter to track the number of transactions for the member during that period.

• Member Dynamic Attributes are dynamic values that you create to track actions over the lifetime of a member. The value of a member attribute can be based on any field in a transaction, and they're updated every time a transaction takes place.

  For example, you might create a member attribute to track the total amount spent by a member. You would create a promotion to update this attribute when an accrual transaction with an amount spent is processed for a member.

• Member Field Attributes represent fields in the Member record.

  For example, you might create an attribute representing the State field of the Member record to create a promotion that applies only to residents of certain states.

• Member Tier Attributes represent fields of the Tier record for the member's tier.

  For example, you might want to create an attribute representing the tier end date, previous qualifying start date, or qualifying point balance.

• Transaction Attributes represent fields in the Transaction record.

  For example, you might give an extra bonus if a purchase is larger than $1,000. In the rule action, you could create an attribute for the transaction date to calculate an accrual start date in the future for points earned.

• Calendar Attributes allow you to create criteria based on date or time of day.

  For example, a business might want to give extra points on Mondays.

• Point Totals Attributes allow you to create criteria based on the total number of points a member has accumulated.

  For example, you might give a special reward to customers who have accumulated 100,000 points.

When you copy a promotion, attributes from the original promotion copy into the new one.